+147.9%
NTAP vs BTG
+93.4%
+54.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.3% |
| 7D | -1.0% | -5.8% | +4.8% | -0.4% |
| 30D | -7.5% | +5.7% | -13.2% | -8.1% |
| 3M | +14.6% | +38.1% | -23.5% | +10.3% |
| 6M | +91.0% | +0.3% | +90.7% | +89.6% |
| YTD | +73.7% | +19.9% | +53.8% | +68.6% |
| 1Y | +51.2% | +24.6% | +26.6% | +45.1% |
| All | +147.9% | +93.4% | +54.5% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling